MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.61M
3
+$2.68M
4
EOG icon
EOG Resources
EOG
+$2.28M
5
UPS icon
United Parcel Service
UPS
+$2.19M

Top Sells

1
+$10.4M
2
+$2.77M
3
+$2.38M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Industrials 18.02%
2 Technology 10.52%
3 Financials 7.49%
4 Healthcare 6.48%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$388 ﹤0.01%
8
1027
$384 ﹤0.01%
+10
1028
$379 ﹤0.01%
+6
1029
$375 ﹤0.01%
5
1030
$356 ﹤0.01%
+12
1031
$356 ﹤0.01%
20
-54
1032
$345 ﹤0.01%
8
1033
$342 ﹤0.01%
3
-14
1034
$332 ﹤0.01%
3
1035
$299 ﹤0.01%
+5
1036
$288 ﹤0.01%
5
1037
$271 ﹤0.01%
5
1038
$270 ﹤0.01%
10
-14
1039
$270 ﹤0.01%
+10
1040
$227 ﹤0.01%
2
1041
$219 ﹤0.01%
51
-12
1042
$201 ﹤0.01%
12
1043
$197 ﹤0.01%
4
1044
$191 ﹤0.01%
7
-22
1045
$179 ﹤0.01%
3
1046
$179 ﹤0.01%
+1
1047
$178 ﹤0.01%
5
-15
1048
$176 ﹤0.01%
1
-7
1049
$176 ﹤0.01%
17
-95
1050
$163 ﹤0.01%
8
-13
40 41
42
43 44